Baillie Gifford Q4 2025 Investment Adjustments: Axon Stake Increased by 1198.7%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy NET?
Source: Yahoo Finance
- New Stock Additions: In Q4 2025, Baillie Gifford added 21 stocks, with Medline Inc being the largest addition at 10,410,371 shares valued at $437.24 million, representing 0.36% of the portfolio, indicating a continued bullish outlook on the healthcare sector.
- Key Position Increases: The stake in Axon Enterprise Inc was increased by 1,516,099 shares, a remarkable 1198.7% rise, bringing total holdings to 1,642,578 shares, reflecting strong confidence in the security technology sector and potential future revenue growth.
- Complete Exits: Baillie Gifford fully exited 20 holdings in Q4, including Pinterest Inc and Chewy Inc, which impacted the portfolio by -0.19% and -0.17% respectively, indicating a cautious stance on these companies' prospects.
- Significant Reductions: The firm reduced positions in 160 stocks, with Cloudflare Inc and Datadog Inc seeing reductions of 23% and 65.29%, respectively, highlighting risk management strategies against overvalued tech stocks that may affect short-term investment returns.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 195.850
Low
131.00
Averages
253.24
High
318.00
Current: 195.850
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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